D.J. St. Germain’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

D.J. St. Germain’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.9M	Buy	442,350 +20,288	+5%	+$1.31M	1.08%	28
2026 Q1	$25M	Sell	422,062 -21,759	-5%	-$1.32M	0.99%	35
2025 Q4	$25.7M	Buy	443,821 +15,937	+4%	+$915K	1%	35
2025 Q3	$24.5M	Buy	427,884 +31,430	+8%	+$1.77M	0.98%	35
2025 Q2	$21.6M	Buy	396,454 +42,776	+12%	+$2.2M	0.93%	39
2025 Q1	$18.1M	Buy	353,678 +25,898	+8%	+$1.41M	0.85%	37
2024 Q4	$17.9M	Buy	327,780 +12,612	+4%	+$710K	0.81%	41
2024 Q3	$17.2M	Buy	315,168 +15,831	+5%	+$837K	0.79%	43
2024 Q2	$15.4M	Buy	299,337 +26,528	+10%	+$1.37M	0.74%	45
2024 Q1	$14.6M	Buy	272,809 +14,181	+5%	+$705K	0.71%	48
2023 Q4	$12.6M	Buy	258,628 +29,642	+13%	+$1.32M	0.66%	50
2023 Q3	$10M	Buy	228,986 +4,479	+2%	+$206K	0.56%	57
2023 Q2	$10.3M	Buy	+224,507	New	+$9.81M	0.54%	58
2022 Q4	$9.26K	Buy	217,942 +38,884	+22%	+$1.65M	﹤0.01%	288
2022 Q3	$7.11M	Hold	179,058	–	–	0.47%	63
2022 Q2	$7.11M	Buy	179,058 +19,149	+12%	+$831K	0.47%	63
2022 Q1	$7.54M	Buy	159,909 +16,016	+11%	+$749K	0.42%	67
2021 Q4	$7.16M	Buy	143,893 +58,257	+68%	+$2.85M	0.39%	70
2021 Q3	$3.95M	Buy	85,636 +38,005	+80%	+$1.79M	0.24%	76
2021 Q2	$2.25M	Buy	+47,631	New	+$2.26M	0.14%	97

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

D.J. St. Germain's SPMD Position: Q2 2026 in Review

D.J. St. Germain increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.8% in Q2 2026, buying an estimated $1.31M and bringing the position to 442,350 shares worth $29.9M. The position accounts for 1.08% of the portfolio, ranked #28.

D.J. St. Germain first reported a position in SPMD in Q2 2021 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

D.J. St. Germain held 442,350 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $29.9M as of Q2 2026.
D.J. St. Germain bought 20,288 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.31M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.08% of D.J. St. Germain's portfolio in Q2 2026, its #28 holding.
D.J. St. Germain first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 20 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.